Mary MacDonald B.Comm, CFP, CIM, FCSI, CIWM
Portfolio Manager
STM Wealth Management
vancouver
Phone: (604) 844-5420
Toll-free: (888) 886-3586
Fax: (604) 844-5468
Email: mmacdonald@odlumbrown.com
Assistant/Associate:
Lisa Flett
Phone: (604) 844-5453
Email: lflett@odlumbrown.com

"Wisdom is knowing the right path to take... Integrity is taking it." - M.H McKee

Over 18 years ago, Mary embarked on her career at Odlum Brown Limited. Odlum Brown’s reputation in the marketplace for its client focus, quality research and integrity made this an easy decision. She had the opportunity to work closely with several senior advisors, who shared their investment approach and best practices with her. Mary gained great insights and experiences during this time. In 2008, together with colleagues Shelly Appleton-Benko and Tannis Pratt, the STM Wealth Management team was formed on the foundation that clients would be well-served by the knowledge and perspectives that three experienced advisors could offer.

WORKING WITH CLIENTS

Mary is genuinely interested in learning about her clients’ needs and ambitions, and working alongside them as they journey through life. Helping her clients plan for life’s milestones and keeping them committed to staying on track is satisfying work. Reflecting on her career to date, she notes that the most rewarding part has been watching her clients begin new careers, start families and grow and transition through life’s chapters.

VALUES

Mary’s values are the cornerstone of her business. She is honest, caring and genuine with her clients. Her clients value her opinion and appreciate her non-judgmental approach to problem solving. Her steadfast nature and reliable perspective serves her clients well, and allows her to remain even-keeled through the fluctuating nature of the markets.

EDUCATION

In a one-room schoolhouse in Nova Scotia, Mary’s parents instilled the value of knowledge and education at a young age. She went on to pursue a Bachelor’s Degree in Commerce with a major in Finance, and graduated from Saint Mary’s University in Halifax, before moving to the West Coast.

Continuous learning matters to Mary. With her focus on a comprehensive approach to investment management, she first earned her Certified Financial Planner (CFP) designation in 2003, followed by the Canadian Investment Manager (CIM), the Fellow of the Canadian Securities Institute (FCSI), and most recently, Certified International Wealth Manager (CIWM) designations.

OUTSIDE OF THE OFFICE

Outside of the office, Mary is focused on building a strong family that is connected and committed to their community. She volunteers her time with the BC Highland Dancing community, where her daughter competes. Passionate about where they live, Mary, her husband and their two children are active in many outdoor recreational activities and enjoy exploring BC on their boat.